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Sales Territory Report RRS feed

  • Question

  • How to use Sales territory in reports,How to view the sales target territory wise.


    Thanks
    Divya
    Tuesday, December 8, 2009 9:56 AM

Answers

  • Hi Divya

     i think you have do this using SSRS(SQL Server Reporting Services).You have to link the sales related tables and make a report.You cant do it using report wizard which is inbuilt in MS CRM.Do you need more information plz let me know..


    Regards

    Arun
    Tuesday, December 15, 2009 4:58 AM

All replies

  • HI

      In your report, from which entity you have to use the sales territory attribute. Are you using SSRS or via report wizard.
    If you are creating the report via report wizard, you will get the "sales territory" as a display name in your form.Have a look in the below link.
    If via SSRS then you have to use Filteredtablename(eg. FilteredQuote).

    http://dmcrm.blogspot.com/2007/10/new-report-wizard.html


    Regards

    Arun

    Tuesday, December 8, 2009 11:52 AM
  • Hi Arul,
    I need to use it for opportunity and forecast for particular sales territory what is the sales performance.Please help me in this. and i am not getting the atttribute sales territory to filter the records.

    Thanks
    Divya


    Wednesday, December 9, 2009 3:57 AM
  • Hi Divya,

     can you explain me in detail, what you have done till now?

    Regards

    Arun
    Monday, December 14, 2009 12:28 PM
  • I need a sales forecast report  based on the territory what i have created in mS crm .I need to filter upon territory in report.


    Thanks
    Divya
    Tuesday, December 15, 2009 3:51 AM
  • Hi Divya

     i think you have do this using SSRS(SQL Server Reporting Services).You have to link the sales related tables and make a report.You cant do it using report wizard which is inbuilt in MS CRM.Do you need more information plz let me know..


    Regards

    Arun
    Tuesday, December 15, 2009 4:58 AM
  • Divya,

    Why you dont just use the standard Sales Pipeline report and after running report you just group by Sales Territory? You can choose that group by option by showing the reports parameters at the top of the report.

    Hope this helps,

    PP


    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta | Blog en Español: http://wwww.elblogdedynamicscrm.com
    Wednesday, June 29, 2011 1:11 PM